Friday, August 4, 2023

170 Monthly stock market and funds watchlist returns 每月股市、所追踪基金的回酬

 170 Monthly stock market and funds under watchlist returns 每月股市、所追踪基金的回酬


1) Stock market under watchlist

(Only selected stock market are monitored.)

For month ending Jul 2023, the best market was Vietnam, followed by Hang Seng China Enterprise, and Russell 2000.

For YTD return, best market is NASDAQ, NIKKEI 225 and VNI.


2) Funds under watchlist

(Selected funds means funds that I am interested to track. Funds are grouped according to their target investment country. Purpose is just to see when a stock market performed, can my selected funds catch up. If there is a mismatch in between the two, it either means I chose the wrong funds or funds being actively managed may performed differently from index stocks.)

For month ending Jul 2023, the best funds are Singapore, followed by Japan Large Cap and KLCI SmallCap funds.

For YTD, best funds are from US Large Cap, Japan Large Cap and Global funds.



* * * * * * * * * * SEPARATOR LINE 分割线 * * * * * * * * * *

1) 观察名单下的股市

(只追踪特定股市)

截至2023年7月尾,最佳股市为越南,紧接着是恒生中国企业和罗素2000指数。

而开年迄今呢,最佳股市为纳斯达克,日经225和越南指数。


2) 观察名单下的基金

(特选基金代表我有意追踪的基金。基金会依据投资标的国家分类。目的是想知道当某个股市表现标清时,我的特选基金是否能跟得上脚步。如果这两者不同步的话,可能是我选了错的基金,亦有可能是主动操盘的基金本身不一定会复制大盘成分股的走势。)

截至2023年7月尾,最佳基金投资于新加坡,紧接着是日本大资本和吉隆坡小资本基金。

开年迄今呢,最佳基金投资于美国大资本,日本大资本以及全球基金。



No comments:

Post a Comment